FortescueFSUGY +1.02%77 5-Year Yield-on-Cost % is 7.27 as of Jul. 05, 2026, which is 10% below its 10-year median of 8.11. GuruFocus rates FSUGY with a GF Score™ of 77/100 and a GF Value™ of $28.43 (Modestly Undervalued). The stock has 6 warning signs investors should review. Among 347 Metals & Mining companies, Fortescue ranks better than 84.44% on this metric.
Fortescue's yield on cost for the quarter that ended in Dec. 2025 was 7.27.
The historical rank and industry rank for Fortescue's 5-Year Yield-on-Cost % or its related term are showing as below:
FSUGY'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.8 Med: 8.11 Max: 23.87
Current: 7.27
During the past 13 years, Fortescue's highest Yield on Cost was 23.87. The lowest was 0.80. And the median was 8.11.
FSUGY's 5-Year Yield-on-Cost % is ranked better than 84.44% of 347
companies
in the Metals & Mining industry
Industry Median: 2.1
vs FSUGY: 7.27
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
For the Other Industrial Metals & Mining subindustry, Fortescue's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Fortescue 5-Year Yield-on-Cost % vs Metals & Mining Industry
For the Metals & Mining industry and Basic Materials sector, Fortescue's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Fortescue's 5-Year Yield-on-Cost % falls into.
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Therefore, Yield-on-Cost of Fortescue is calculated as
Fortescue (FSUGY) has a 5-Year Yield-on-Cost % of 7.27 as of Jul. 05, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Fortescue and its competitors. This is 10% below median its historical median of 8.11. Over the past decade, Fortescue's 5-Year Yield-on-Cost % has ranged from 0.80 to 23.87. According to the industry distribution chart, Fortescue ranks #54 out of 347 companies in the Metals & Mining industry, placing it in the top 15.6%.
Is Fortescue's 5-Year Yield-on-Cost % too high?
Fortescue's current 5-Year Yield-on-Cost % of 7.27 is 10% below median its 10-year median of 8.11. Over the past 10 years, this metric has ranged from a low of 0.80 to a high of 23.87. The Metals & Mining industry median 5-Year Yield-on-Cost % is 2.10. Fortescue's value of 7.27 is 246.2% above this industry median. Based on the distribution chart, Fortescue ranks #54 out of 347 companies in the Metals & Mining industry, which is in the top quartile — a strong position relative to peers. Overall, Fortescue has a GF Score™ of 77/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Fortescue's 5-Year Yield-on-Cost % compare to competitors?
According to the Metals & Mining industry distribution chart, Fortescue ranks #54 out of 347 companies for 5-Year Yield-on-Cost %. This places Fortescue in the top 16% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 2.10. Fortescue's value of 7.27 is 246.2% above this benchmark. Historically, Fortescue's own 5-Year Yield-on-Cost % has ranged from 0.80 to 23.87 over the past decade. While the company's 10-year median is 8.11 vs. the industry median of 2.10, Fortescue has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for a Metals & Mining company?
The median 5-Year Yield-on-Cost % among Metals & Mining companies is 2.10, based on 347 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Fortescue's current 5-Year Yield-on-Cost % of 7.27 is 246.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Fortescue and its competitors. For the Metals & Mining industry, the median 5-Year Yield-on-Cost % is 2.10 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fortescue's current 5-Year Yield-on-Cost % is 7.27, which is 10% below median its own 10-year median of 8.11. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fortescue stock overvalued right now?
Based on GuruFocus' analysis, Fortescue (FSUGY) is currently considered Modestly Undervalued. The stock's GF Value™ is $28.43, compared to a current price of $25.80 — trading 9.3% below its estimated fair value. The current 5-Year Yield-on-Cost % is 7.27, which is 10% below median its 10-year median of 8.11 and 246.2% above the Metals & Mining industry median of 2.10. Fortescue's overall GF Score™ is 77/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Fortescue (FSUGY), the current 5-Year Yield-on-Cost % is 7.27 as of Jul. 05, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Fortescue (FSUGY) Overvalued in 2026?
Based on GuruFocus' analysis, Fortescue stock appears to be undervalued.
The current stock price of $25.80 is trading 9.3% below its estimated GF Value™ of $28.43.
GuruFocus considers Fortescue to be Modestly Undervalued.
Key valuation signals for FSUGY:
5-Year Yield-on-Cost %: 7.27 (10% below median its 10-year median of 8.11)
GF Value™: $28.43 vs. price of $25.80 (9.3% below fair value)
Industry Position: 246.2% above the Metals & Mining median (#54 of 347)
No single metric tells the full story. See the FSUGY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Fortescue is an Australia-based iron ore miner. It has grown from obscurity at the start of 2008 to become the world's fourth-largest producer. Growth was fueled by debt, now repaid. Expansion from 55 million metric tons in fiscal 2012 to about 195 million metric tons in 2025 means Fortescue supplies around 10% of global seaborne iron ore. Further expansion to about 210 million metric tons is likely once its 22 million metric ton Iron Bridge magnetite mine ramps up, likely in 2028. However, with longer-term demand likely to decline as China's economy matures, its future margins are likely to be below historical averages. More recently, Fortescue diversified into copper and green energy. It has big ambitions here, but its efforts are at an early stage.
77GF Score
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